BWA 13 3Q FastForwardSlides .pdf
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Fast Forward
August 2013
Our Beliefs
Respect
Collaboration
Excellence
Integrity
Community
The BorgWarner Strategic Difference
Technology Leadership
Customer and Geographic Diversity
Financial Strength and Discipline
2
A Portfolio of Industry Leading Powertrain Technology
Engine
68% / SALES
Drivetrain
32% / SALES
Turbo Systems
Morse TEC
Transmission Systems
TorqTransfer Systems
• Wastegate
• Engine Valve Timing Systems
• AWD Couplings
• Variable Turbine Geometry
(VTG)
• Regulated 2-stage
(R2S™)
• DualTronic® Systems for Dual
Clutch Transmissions
• Transmission Control Modules
and Solenoids
• High Pressure Transmission
Control and Actuation Systems
• One-way Clutches
-Timing Chain
• Variable Cam Timing
- Oil Pressure Actuated
-Torsional Assist
- Cam Torque Actuated
• HY-VO® Transmission Chain
• Friction Plates
- Transmission/Transfer case
chain
Thermal Systems
• Thermal Management
Components and Systems
• Visctronic® Systems
• Fans/Fan Drives
Emissions Systems
• Exhaust Gas Recirculation
(EGR) Valves
• EGR Coolers & EGR tubes
• Integrated EGR Modules
• Secondary Air Systems
• Actuators
Morse TEC
BERU Systems
• Glow Plugs
• Instant Start System
• Pressure Sensor Glow Plugs
• Gasoline Ignition Technology
• Sensor Technology
• PTC Cabin Heaters
Thermal
Systems
• Transfer Cases
• eGearDrive® Electric
Drive Transmissions
• eAWD Torque Vectoring
• AWD Electronic Controls
and Systems Integration
Transmission
Systems
TorqTransfer
Systems
Turbo
Systems
BERU
Systems
Emissions
Systems
3
Miles per Gallon Equivalent (CAFE/Local Test Cycle)
Fuel Economy Standards are Tightening
65.0
E.U. Proposed
60.0
Japan Proposed
55.0
China Proposed
50.0
Japan Enacted
U.S. Proposed
45.0
E.U. Enacted
40.0
China Enacted
35.0
30.0
U.S. Enacted
25.0
20.0
2005
2010
2015
2020
2025
Year
4
Source: International Council on Clean Transportation, August 2012
Consumers Are Focused on Fuel Economy
Survey of U.S. Consumers: What is the leading consideration
when shopping for a car?
37%
17%
Fuel Economy
Quality
16%
Safety
14%
Value
5
*Source: Consumer Reports, 2012
The Road to Better Fuel Economy
Transmissions
Turbochargers
Fuel Economy
up to 15%*
up to 30%*
EGR Systems
VCT
up to 5%*
up to 5%*
6
* Improvement in fuel economy
Fuel Economy Drives Growth for BorgWarner
LV Transmissions
LV Turbochargers
103.0
103.0
82.4
82.4
Manual Transmissions
9.4
4.1
32.6
29.6
2.2
7.4
2.7
2013E
Non-Turbocharged
DCT (18%)*
Step ATs (2%)*
CVT (8%)*
AMTs and Other (4%)*
17.7
(14%)* Gasoline
(5%)*Diesel
11.1
2018E
9.2
17.0
21.7
2013E
2018E
LV VCT
LV EGR Systems
103.0
103.0
Fuel Economy
82.4
82.4
Non-EGR
Non-VCT
(9%)* VCT Systems
7.3
2.8
16.5
21.3
2013E
2018E
Gasoline (21%)*
Diesel (5%)*
63.8
42.2
2013E
2018E
Global light vehicle industry volumes; units in millions (January 2013)
*CAGRs are shown in parentheses
7
Improved Emissions Drives Growth for BorgWarner
CV Turbochargers
9.0
7.7
Non-Turbocharged
Turbocharged (6%)*
CV EGR Systems
9.0
6.6
5.0
7.7
Non-EGR
2013E
2018E
CV Thermal Systems
4.7
9.0
7.7
Improved Emissions
EGR (20%)*
1.9
2013E
2018E
NonElectronicallyControlled
2.1
0.7
2013E
ElectronicallyControlled (23%)*
2018E
8
Global commercial vehicle industry volumes (excludes aftermarket); units in millions (January 2013)
*CAGRs are shown in parentheses
Attractive Business Model, Difficult to Replicate
New Entrant
New Entrant
New Entrant
New Entrant
9
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